System Settings → Report Templates → System Reports → Monthly Timesheets

Monthly Timesheets

This report shows monthly posted time, as well as the time saved but not submitted for a specific work item. The maximum number of months displayed in this report is twelve. If a user defines a larger time range (13 months and over), the report period only includes information for 12 months and starts at the beginning of the month for the selected start date, regardless of the specified start day. The report shows this information by work item and then by resource team and resource.

The user-configurable parameters in this report are:

Fields

Descriptions for the fields that are available in this report can be found in the following table.

Field Description
Investment

The name of the work item, log item, or discussion.
Rate

The standard rate for the resource, per unit of work. For example, $100.00 per hour.
Team / Resource / Tasks

Depending on the report, the name of the team, resource, resource team, or task.
Total Hours

The number of hours worked.

Screen Shot

Screen shot of the Monthly Timesheets system report.

Adding a report that uses the Monthly Timesheets report template

To add a report that uses the Monthly Timesheets report template, open the New Report dialog box from the My Reports tab and then follow the steps below.

To add a report that uses the Monthly Timesheets template
  1. Open the Tools module.
  2. Select the My Reports tab.
  3. Click New Report, select Investment, and then click OK.

    New Reports dialog box.

  4. In the New Report dialog box, type a name for the report.
  5. On the General tab, from the Report Template drop-down, select Monthly Timesheets, enter a description (optional), and indicate whether you want to run the report immediately (after you are finished creating it).

    Choose a report.

  6. Under Associate Report With, click the ellipses button and then use the Select Investments dialog box to identify the items that will be included in the report data.

    Choose an investment (or group of investments) to which the report will be associated.

  7. On the Schedule tab, select Run this report on a schedule if you want the report to be run on a periodic basis. Once selected, you can define how frequently you want the report to be run, the format in which the report will be presented, and how many previous instances of the report you want to store.

    Indicate whether you want to run the report on a scheduled basis.

  8. If you have chosen to run the report on a scheduled basis, you can use the Recipients tab to select the users, security groups, and security roles who will receive a notification when this report is run. After you have chosen the recipients, click Add.
  9. If you have chosen to run the report on a scheduled basis, you can use the Template tab to define parameters for the email notification. You can define the title (as it will appear in the subject line). You can add the Timestamp and Report Name attributes into the title or the template (the message body). You can add a URL link into the message body that will allow any recipient to link directly to the report.

    Indicate whether you want to run the report on a scheduled basis.

  10. When finished, click OK.

View

You can view the Monthly Timesheets report directly after adding it by selecting the Run this report immediately option in the New Report dialog box. (Reports can also be run from the My Reports tab in the Tools module or the Reports tabs in the Projects module.) Set the filter options and click Apply Icon Apply.

The filters that are available for the Monthly Timesheets report.

Filter options:

Filter Description
End Date

The date on which the reporting period ends. Use the calendar picker to select this date.
Group By
For any report that includes both investment and resource data, you can choose to filter the report by investment or by resource, and then by the other. For investment reports, users can view the report sorted by item and then by resource team. They can also sort the report by resource team, resource and then by item. For resource team reports, users can view the report sorted by resource team for the entire date range or by resources broken down into timesheet periods. Filter options:
  • Investment reports: Investment / Resource Team or Resource Team / Investment
  • Resource Team reports: Role / Resource Team, or Resource Team / Role
Show

Indicates whether the report will show posted time (time that has been entered into a timesheet by a resource and then submitted) or unsubmitted time (time that has been entered into a timesheet by a resource, but not submitted). Users can choose to show unsubmitted time and posted time. Filter options: Posted Time and Unsubmitted Time.
Start Date

The date from which the reporting period begins. Use the calendar picker to select this date.

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